Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| 1 |
XYZ
Block, Inc.
XYZ
|
$311M |
| 2 |
Shopify
SHOP
|
$305M |
| 3 |
Teladoc Health
TDOC
|
$284M |
| 4 |
Zoom
ZM
|
$259M |
| 5 |
DraftKings
DKNG
|
$209M |
Top Sells
| 1 |
TSMC
TSM
|
$291M |
| 2 |
Apple
AAPL
|
$267M |
| 3 |
Amazon
AMZN
|
$210M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$207M |
| 5 |
Microsoft
MSFT
|
$207M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.46% |
| 4 | Consumer Discretionary | 12.41% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
PagerDuty
PD
$1.54B
| $288M | 0.18% |
7,150,029
+790,479
| +12% | +$31.8M |
|
127
Progressive
PGR
$145B
| $283M | 0.18% |
2,957,891
-281,111
| -9% | -$26.9M |
|
128
S&P Global
SPGI
$167B
| $278M | 0.17% |
786,682
-21,762
| -3% | -$7.68M |
|
129
Altria Group
MO
$113B
| $277M | 0.17% |
5,407,227
-400,517
| -7% | -$20.5M |
|
130
Mondelez International
MDLZ
$79.5B
| $273M | 0.17% |
4,664,406
-89,475
| -2% | -$5.24M |
|
131
T Rowe Price
TROW
$23.6B
| $272M | 0.17% |
1,587,302
-22,038
| -1% | -$3.78M |
|
132
Vertex Pharmaceuticals
VRTX
$100B
| $270M | 0.17% |
1,254,233
-33,649
| -3% | -$7.23M |
|
133
SPDR Gold MiniShares Trust
GLDM
$17B
| $265M | 0.17% |
15,600,000
+6,500,000
| +71% | +$111M |
|
134
Air Products & Chemicals
APD
$65.5B
| $265M | 0.17% |
941,488
+28,798
| +3% | +$8.1M |
|
135
Zebra Technologies
ZBRA
$16.1B
| $263M | 0.16% |
541,590
-19,831
| -4% | -$9.62M |
|
136
Workday
WDAY
$61.6B
| $262M | 0.16% |
1,053,110
-307,739
| -23% | -$76.5M |
|
137
TJX Companies
TJX
$152B
| $257M | 0.16% |
3,888,861
-1,187,556
| -23% | -$78.6M |
|
138
General Motors
GM
$55.8B
| $257M | 0.16% |
4,468,761
-602,325
| -12% | -$34.6M |
|
139
Parker-Hannifin
PH
$96.2B
| $256M | 0.16% |
811,333
+124,149
| +18% | +$39.2M |
|
140
Colgate-Palmolive
CL
$67.9B
| $255M | 0.16% |
3,234,280
+253,420
| +9% | +$20M |
|
141
T-Mobile US
TMUS
$284B
| $254M | 0.16% |
2,028,216
-34,507
| -2% | -$4.32M |
|
142
CME Group
CME
$96B
| $254M | 0.16% |
1,241,329
-34,992
| -3% | -$7.15M |
|
143
Twist Bioscience
TWST
$1.63B
| $253M | 0.16% |
2,045,931
+195,214
| +11% | +$24.2M |
|
144
Zoetis
ZTS
$69.3B
| $252M | 0.16% |
1,601,689
-35,991
| -2% | -$5.67M |
|
145
US Bancorp
USB
$76B
| $250M | 0.16% |
4,527,409
+132,693
| +3% | +$7.34M |
|
146
Becton Dickinson
BDX
$55.3B
| $250M | 0.16% |
1,028,913
-24,824
| -2% | -$6.04M |
|
147
Truist Financial
TFC
$60.4B
| $250M | 0.16% |
4,279,002
-125,934
| -3% | -$7.34M |
|
148
FedEx
FDX
$54.5B
| $249M | 0.16% |
875,285
-10,554
| -1% | -$3M |
|
149
Invitation Homes
INVH
$19.2B
| $247M | 0.15% |
7,711,373
-621,901
| -7% | -$19.9M |
|
150
Duke Energy
DUK
$95.3B
| $245M | 0.15% |
2,536,131
-48,744
| -2% | -$4.71M |
|